28th March 2011

Annuitas: Annuitas named Best Retirement Planner

Panacea members will be pleased to know that at last weeks Money Marketing Awards, Annuitas scooped the Award for ‘Best Retirement Planner 2011, covering the complete client journey from accumulation, transition to decumulation, making it a record three years in the last four they have achieved this accolade. 

 The judges named Origen as winners of Best Retirement Planner 2011 based on amongst other things: ∙ 

-The steps they have made to transition their business in advance of the RDR, putting us way ahead of other advisory firms∙      

-Implementing a pre-retirement education and communications programme from five years out to retirement, helping pension scheme members understand their key information and advice needs approaching retirement, as well as putting in place an automated process to ensure active and paid up members can exercise their Open Market Option.∙       

Launching their Annuitās proposition, providing clients with blended solutions, interactive annuity tools and real time modelling∙       

Helping their clients post retirement to managing their assets so that they continue to meet their financial objectives

I'm sure you will agree this is a strong endorsement their our continued efforts to deliver quality Retirement Solutions and in particular offer their valuable expertise to our members. For more information on how Annuitas can help you help your clients, click here

Pensions